Case Study
Vodafone Spain
Both Fortra and Software Greenhouse have been supporting Vodafone Spain over the years, providing managed services for platform administration.
Article
What's New in Automate
By Matthew Smith on Wed, 08/12/2026
That latest version of Automate has just been released. Find out more about what's new!
Article
Advanced Task Creation: Using Variables and Loops in Automate
By EJ Stanley on Wed, 11/12/2025
Learn advanced tips for using variables and loops to build stronger RPA with Automate.
Article
How to Scrape Data from a Website
By EJ Stanley on Mon, 11/03/2025
Learn how to scrape data from a website using an RPA tool. Download a free trial of Automate and follow along with this step-by-step tutorial on web scraping.
Article
How to Automate SharePoint File Uploads with RPA
By EJ Stanley on Thu, 10/23/2025
Here's the dilemma: You need to synchronize a set of files from a network share to a SharePoint team site on a daily basis, but these files are not just going into one SharePoint document library. The solution: Just automate the whole process with Automate.
Article
How to Automate SharePoint File Downloads in 3 Easy Steps
By EJ Stanley on Thu, 10/16/2025
Learn how to use robotic process automation (RPA) from Automate to automatically download files from SharePoint.
Case Study
Oregon School Boards Association Uses RPA to Convert Thousands of Critical Policy Files
The Oregon School Boards Association is a non-profit member services agency for more than 200 locally elected boards serving school districts, education service districts, and community colleges. OSBA helps locally-elected volunteers fulfill their complex public education roles.Lengthy Manual File Conversion ProcessThe policy department of the...
Case Study
Baptist Health South Florida Streamlines Claims Processing File Transfers with Automate
Baptist Health is South Florida's largest not-for-profit healthcare organization, encompassing seven major medical facilities and a number of outpatient centers. They utilize a health information system provided by Siemens called INVISION, and a claims management system from NDC Health called ePREMIS.Tedious Manual File Transfer ProcessEffective claims processing and management is the name of the...
Article
How to Automate Login to a Website to Download a File
By EJ Stanley on Thu, 10/09/2025
Learn how robotic process automation (RPA) is an alternative to scripting and makes it easy to use web automation to login and download files from a website.
Article
Troubleshooting Advanced Web UI Automation Issues with Automate
By EJ Stanley on Mon, 10/06/2025
When web browser automation challenges arise, use these helpful Automate tips and tricks for troubleshooting issues and building stronger automation.
Article
Introduction to Advanced Web UI Automation with Automate
By EJ Stanley on Tue, 09/30/2025
Learn web browser automation best practices using Fortra's Automate. Easily build out automations for web processes involving browsers and portals to eliminate manual tasks.
Article
Browser Automation: Automate Website Actions like Clicks or Data Extraction
By Matthew Smith on Mon, 07/22/2024
With process automation revolutionizing the handling of routine tasks throughout organizations, many wonder if there are applications they may be missing. Automating browser tasks is one area that can simplify administrative processes and give time back to key employees.
Datasheet
Fortra's Automate: Expert Services
Summary
Fortra offers Expert Services to its Automate customers. A Fortra automation consultant will partner with your team and provide several services related to the Automate solution, including but not limited to:
Expert Advice: Assist and advise on configuration changes in the customer environment.
Mentoring and Training: Provide one-to-one customized training on product features...
Case Study
RPA at PhishLabs: How Automation Benefits a Busy Cybersecurity Team
Discover how the cybersecurity professionals at PhishLabs turned to robotic process automation (RPA) to boost productivity without increasing labor costs.
Article
How to Automate Google Chrome: Web Browser Automation
By EJ Stanley on Wed, 05/17/2023
Follow along with our tutorial to create your own web browser automation actions from Google Chrome using robotic process automation (RPA) from Automate.
Case Study
ORBE Advisors automates the generation of its clients' financial reports with Automate RPA
ORBE Company uses Automate, Fortra's RPA tool, to automate the generation of financial reports for its customers, reducing manual processes and saving time for its team. Read the full case study.
Training
Fortra's Automate: Build-A-Bot Workshop
The Build-A-Bot Workshop is designed to fast track your company's automation initiatives. This workshop is delivered in three segments to maximize the knowledge transfer of what RPA can do, how to prioritize process candidates, and get started with bots.The implementation activities are delivered on a pre-paid basis.Key DeliverablesQuick, in-depth assessment of AutomateKickstart organizational...
Case Study
Manual Healthcare EHR Processes Made Easier With Automate RPA
Healthcare EHR consultant Tegria uses robotic process automation (RPA) to help clients speed integration processes and save time and labor on highly manual tasks.
Case Study
Variant Schoonmaak Service B.V. Cleans up Manual Processes With Automate
Cleaning and maintenance firm looks to robotic process automation to modernize employee scheduling and other manual processes.
Case Study
Portmade NV Saves Time and Labour Creating Customs Declarations with Automate
Learn how Portmade NV uses intelligent automation to capture, extract, and import data on customs declarations forms, saving the equivalent of 3.5 FTEs.